Try It!

Anyone can capture a lesson learned at any time and other team members can review and update it to increase the value of each lesson learned.  Some lessons learned may be internal to the portfolio or the program and perhaps can be acted upon immediately, while others may be departmental or organizational and may not be acted upon the end of the phase or program reviews.

To capture program or portfolio lessons learned:

Create new lesson learned

1. Ensure you have the appropriate portfolio or program open in Portfolio IQ.
   
   
2. Click the Lessons tab.
   
   
3. Click +New Lesson Learned.
   
   
4. Fill in the Name field.
   
   
   Important: It is mandatory and it should be clear and concise to help users identify the lesson learned in screens, reports, and dashboards.
   
   
5. Provide additional details in the remaining fields.
   
   
6. Click Save and Close.
   
   

Update lessons learned

1. Ensure you have the appropriate portfolio or program open in Portfolio IQ.
   
   
2. Click the Lessons tab.
   
   
3. Click on the Lesson Learned to be updated from the list.
   
   
4. Update any field, as required.
   
   
5. Click Save & Close.
   

Download Job Aid: Collaborating on portfolio and program support items

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}